Skip to main content

Customize your meeting summaries

How to edit transcripts and customize meeting summaries.

Updated this week

Your meeting notes, your way. Edit summaries, refine transcripts, update action items, and translate into your language of choice. Then choose your summary style and export in the format that works for you.



Edit the transcript

You can edit a meeting transcript directly inside any recorded meeting.

You might want to:

  • Fix misspelled names

  • Correct phrases or terminology

  • Remove off-topic or confidential sections

Any transcript edits automatically update the context Fyxer uses when regenerating summaries.



Choose a summary style

You can switch between summary styles using the Presets dropdown at the top of your meeting notes.

Available styles:

  • Executive (default): high-level overview of discussion points, decisions, and actions

  • Chronological: time-ordered summary of topics, decisions, and action items

  • Sales: designed for sales calls, highlighting prospect needs, blockers, next steps, and opportunities

  • Create your own: design a custom summary template

How to switch styles:

  1. Open a recorded meeting in your DashboardNotetaker → Recorded

  2. Click on Presets

  3. Select a style from the dropdown


Edit your summary

Click directly into the summary text to make edits. You can tag individuals with @ or reference teams with #.


Translate your summary

Need your summary in a different language? You can translate any meeting summary directly from the meeting view.

How to translate:

  1. Open a recorded meeting in your DashboardNotetaker → Recorded

  2. Click the ··· menu in the top right

  3. Select Translate summary

The summary will take a moment to appear – just refresh the page if you don't see it.



Export and share your meetings

Share your summary or transcript directly from the meeting view. On both pages you'll find two options:

  • Copy summary: copies the text to paste into an email, Slack, or your CRM

  • Download PDF: exports a formatted, share-ready PDF



Recording retention and deletion

Admins can control how long meeting recordings and transcripts are kept. This is an organization-level setting and applies to all users in the team.

How retention settings work

Retention settings apply to all recordings, including existing ones.

When you change the setting (for example, from Never to 7 days):

  • Fyxer deletes any recordings older than 7 days immediately

  • Recordings continue to be deleted automatically as they pass the 7-day mark

Deletions are automatic and cannot be undone.

Example:

If an admin switches retention from Never to 7 days, Fyxer deletes all recordings older than 7 days, not just new ones created after the change.

If your team needs to keep older recordings, review or export them before updating the retention settings.



Need help?

If you need help with this or any other issue, get in touch using the chat feature on the bottom right.

Did this answer your question?